via KBM Training and Recruitment
This position would suit someone who has experience in Compliance based roles within a Financial Advice firm previously, but is looking to join a firm that can allow them to continue to develop their career professionally whilst taking on more duties ... See more
via KBM Training and Recruitment
Ireland - Dublin
Training, Development and Coaching of Associate Advisers To ensure that all inexperienced Associate Advisers successfully meet the following criteria within 12 months of joining the business: • Successfully complete their probation period ... See more
via KBM Training and Recruitment
England - Coventry
The Financial Adviser will provide constant support to the Wealth Advisors and Wealth Planning / Financial Planning Directors in the management of client relationships, involved in arranging and attending client meetings and following up on action ... See more
via KBM Training and Recruitment
Cambridgeshire - Cambridge
Reporting directly to the General Manager and based amongst 1,200 acres of idyllic countryside, this is a cracking opportunity for hands-on Financial Controller who has an interest in horse racing. This opportunity is diverse. Taking ownership o ... See more
via KBM Training and Recruitment
Cambridgeshire - Cambridge
Reporting directly to the General Manager and based amongst 1,200 acres of idyllic countryside, this is a cracking opportunity for hands-on Financial Controller who has an interest in horse racing. This opportunity is diverse. Taking ownership o ... See more
via KBM Training and Recruitment
Cambridgeshire - Cambridge
Compile accurate planning reports that reflect client requirements and meet our internal quality standards Undertake regular fact-finding, presentations and service review meetings with clients Maintain and ensure client information is kept up ... See more
via KBM Training and Recruitment
Cambridgeshire - Cambridge
Compile accurate planning reports that reflect client requirements and meet our internal quality standards Undertake regular fact-finding, presentations and service review meetings with clients Maintain and ensure client information is kept up ... See more
via KBM Training and Recruitment
England - Suffolk, Newmarket
Providing technical support and back up to the Chartered Financial Planners Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients ... See more
via KBM Training and Recruitment
Cambridgeshire - Cambridge
Duties for this role will include: You will be a first point of contact, providing a high level of technical and administrative support to the team as well as maintaining an excellent level of client service to clients of Wealth Management firm ... See more
via KBM Training and Recruitment
Cambridgeshire - Cambridge
Duties for this role will include: You will be a first point of contact, providing a high level of technical and administrative support to the team as well as maintaining an excellent level of client service to clients of Wealth Management firm ... See more
via KBM Training and Recruitment
Cambridgeshire - Cambridge
You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations. You must outline with your clients the type of on-going service that they wish t ... See more
via KBM Training and Recruitment
Cambridgeshire - Cambridge
You will be a first point of contact, providing a high level of technical and administrative support to the team as well as maintaining an excellent level of client service to clients of Wealth Management firm You will be responsible for busines ... See more
via KBM Training and Recruitment
Cambridgeshire - Cambridge
You will be a first point of contact, providing a high level of technical and administrative support to the team as well as maintaining an excellent level of client service to clients of Wealth Management firm You will be responsible for busines ... See more
via KBM Training and Recruitment
Devon - Exerter
Overseeing accounting records for a number of large fund clients and liaising with Investment Managers. Reviewing monthly/quarterly accounting reports. Overseeing Net Asset Valuation reports and supporting calculations. Preparing both half y ... See more
via KBM Training and Recruitment
Devon - Exerter
Consolidating all financial data necessary to undertake accurate accounting. Preparing financial reports, forecasts, budgets, accounts, and financial statements in line with deadlines. Preparing all requirements by the Tax authority including ... See more
via KBM Training and Recruitment
Devon - Exeter
Statutory reporting Management accounts Cash reports and revenue forecasting Liaison with external auditors and other external bodies Prepare/review half year and full year accounts Working in accordance with UK GAAP and IFRS See more
via KBM Training and Recruitment
Devon - Exeter
Reporting into the Managing Director the main responsibilities will include: Managing, motivating and developing the Finance team Ensuring the preparation of timely and accurate monthly management pack and an easy to understand but thorough u ... See more
via KBM Training and Recruitment
Devon - Exerter
Overseeing accounting records for a number of large fund clients and liaising with Investment Managers. Reviewing monthly/quarterly accounting reports. Overseeing Net Asset Valuation reports and supporting calculations. Preparing both half y ... See more
via KBM Training and Recruitment
Devon - Exerter
Overseeing accounting records for a number of large fund clients and liaising with Investment Managers. Reviewing monthly/quarterly accounting reports. Overseeing Net Asset Valuation reports and supporting calculations. Preparing both half y ... See more
via KBM Training and Recruitment
Cambridgeshire - Cambridge
The Financial Accountant will be responsible for delivering all financial and statutory accounting and reporting, financial control, budgeting and planning, tax, and regulatory compliance across areas of the Shared Service Centre. Timely and ac ... See more
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